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Bulk importing data using a connector

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Data connectors import the data needed for analysis all at once. Discover the benefits of connecting yourself or inviting a client to connect to a data connector using MindBridge.


Go to the Data page

  1. Select the logo in the MindBridge sidebar. 
    You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row. 
    You will go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row. 
    You will go to the Data page for that particular engagement.

Tip: If you are already in an analysis, simply use the sidebar to go to the Data page.


Connect to a data source

  1. Open the Actions menu at the top of the Data page.
  2. Select Connect data source.
    You will go to a page where you can manage your data sources.
  3. Select one of the following:
  4. Follow the prompts on screen.


Invite a client to connect

Inviting a client to connect accelerates the authorization process and improves efficiency. By connecting a client's financial management system directly to MindBridge, engagement teams can confidently complete any data import processes and associated engagement tasks before fieldwork begins, without requiring any access to the financial management system.

Learn how to invite a client to connect.


Connect yourself

Those with appropriate permissions in the financial management system can quickly and easily complete the authorization using the Connect myself option. Additionally, clients can complete the authorization using this method while onsite.

Learn how to connect yourself to a data source.


Supported connectors and file types

 

QuickBooks Online

Sage Intacct

Xero

General Ledger Analysis

 

Chart of accounts

General ledger

Opening balance

Closing balance

Accounts Payable Analysis

AP detail

End of period outstanding payables list

 

Vendor list

Vendor opening balances

Start of period outstanding payables list

Accounts Receivable Analysis

AR detail

End of period outstanding receivables list

Customer list

Customer opening balances

Start of period outstanding receivables list

 


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